Can the bypass trust require all trustees to be bonded?
The question of whether a bypass trust—also known as a credit shelter trust or exemption trust—requires all trustees to be …
Escondido Estate Planning
Can a trust help with planning for adult dependents?
Planning for the long-term care of adult dependents, whether due to disability, age, or other reasons, is a significant concern …
Can a trust be used to support a non-citizen spouse?
Yes, a trust can absolutely be used to support a non-citizen spouse, but it requires careful planning and consideration of …
Can I restrict access to trust financial reports to beneficiaries only?
The question of controlling access to trust financial reports is a common one for those establishing or managing trusts, and …
Can a special needs trust support co-working spaces adapted for accessibility?
The question of whether a special needs trust (SNT) can fund co-working spaces tailored for accessibility is increasingly relevant as …